OTTR — OTTER TAIL CORP
Reported value held$1.67B
Funds holding (latest)41
SectorUtilities
Funds holding (Q2 2026)33
Institutional value$1.25B · 14.12M sh
New / Add / Cut / Exit1 / 17 / 14 / 2
Top-5 / Top-10 concentration70.9% / 86.0%
Institutional holdings change
Accumulating +3.4%
(+466.98K sh)
Institutional value change
Up +5.1%
As of Q2 2026, 33 SEC-registered investment managers reported holding OTTR (OTTER TAIL CORP) in their latest 13F filings, with a combined reported value of $1.25B across 14.12M shares. That is +3.4% by share count (+466.98K shares) versus the previous quarter, while reported value moved +5.1%. Ownership is concentrated: the five largest holders account for 70.9% of reported value and the top ten for 86.0%.
Compared with the prior quarter, 1 opened new positions, 17 added to existing stakes, 14 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
OTTR is classified in the Utilities sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.56M | $590.05M | 0.01% | Add |
| Geode Capital Management history | 1.11M | $100.16M | 0.01% | Add |
| Morgan Stanley history | 885.38K | $79.67M | 0.00% | Add |
| Two Sigma Investments history | 725.77K | $65.30M | 0.05% | Add |
| CDPQ (Caisse de Depot) history | 539.87K | $48.58M | 0.07% | Reduce |
| Charles Schwab Investment Management history | 519.76K | $46.77M | 0.01% | Reduce |
| Northern Trust Corp history | 453.45K | $40.80M | 0.01% | Add |
| D. E. Shaw & Co history | 447.02K | $40.22M | 0.02% | Add |
| BNY Mellon history | 358.27K | $32.24M | 0.01% | Add |
| JPMorgan Chase & Co history | 315.98K | $28.25M | 0.00% | New |
| Bank of America Corp history | 312.59K | $28.13M | 0.00% | Reduce |
| Goldman Sachs Group history | 249.29K | $22.43M | 0.01% | Reduce |
| Principal Global Investors history | 233.56K | $21.02M | 0.01% | Add |
| Invesco Ltd history | 199.68K | $17.97M | 0.00% | Reduce |
| PSP Investments history | 195.07K | $17.55M | 0.04% | Reduce |
| UBS Group AG history | 135.67K | $12.21M | 0.01% | Reduce |
| Franklin Resources history | 90.52K | $8.15M | 0.00% | Reduce |
| Legal & General Investment Management America history | 85.28K | $7.67M | 0.00% | Reduce |
| Millennium Management history | 71.15K | $6.40M | 0.00% | Reduce |
| Prudential Financial history | 68.57K | $6.17M | 0.01% | Reduce |
| Wells Fargo & Co history | 67.33K | $6.06M | 0.00% | Add |
| Citigroup Inc history | 50.31K | $4.53M | 0.00% | Add |
| Deutsche Bank AG history | 43.79K | $3.94M | 0.00% | Add |
| Royce & Associates history | 31.71K | $2.85M | 0.02% | Add |
| AQR Capital Management history | 29.18K | $2.63M | 0.00% | Add |
| Renaissance Technologies history | 23.31K | $2.10M | 0.00% | Add |
| Manulife Financial history | 19.56K | $1.76M | 0.00% | Add |
| Bridgewater Associates history | 8.55K | $769.24K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 8.30K | $746.70K | 0.00% | Add |
| Amundi US history | 5.84K | $525.48K | 0.00% | Reduce |
| PNC Financial Services history | 5.40K | $486.16K | 0.00% | Hold |
| Citadel Advisors history | 5.40K | $485.89K | 0.00% | Reduce |
| T. Rowe Price Associates history | 260.05K | $23.40K | 0.00% | Add |
Q1 2026 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.42M | $563.87M | 0.01% | Add |
| Geode Capital Management history | 1.05M | $92.61M | 0.01% | Add |
| Two Sigma Investments history | 662.93K | $58.19M | 0.05% | Add |
| Morgan Stanley history | 654.43K | $57.44M | 0.00% | Add |
| CDPQ (Caisse de Depot) history | 569.93K | $50.02M | 0.08% | Add |
| Charles Schwab Investment Management history | 524.12K | $46.00M | 0.01% | Reduce |
| Goldman Sachs Group history | 485.35K | $42.60M | 0.01% | Add |
| Northern Trust Corp history | 432.01K | $37.92M | 0.01% | Add |
| D. E. Shaw & Co history | 399.43K | $35.06M | 0.02% | Add |
| BNY Mellon history | 350.61K | $30.77M | 0.01% | Reduce |
| Bank of America Corp history | 336.48K | $29.53M | 0.00% | Add |
| Principal Global Investors history | 231.89K | $20.35M | 0.01% | Add |
| Invesco Ltd history | 225.17K | $19.76M | 0.00% | Reduce |
| PSP Investments history | 198.66K | $17.44M | 0.05% | Add |
| UBS Group AG history | 156.55K | $13.74M | 0.00% | Add |
| Millennium Management history | 130.21K | $11.43M | 0.01% | Reduce |
| Franklin Resources history | 112.07K | $9.84M | 0.00% | Add |
| Marshall Wace history | 95.16K | $8.35M | 0.01% | Reduce |
| Legal & General Investment Management America history | 94.08K | $8.26M | 0.00% | Reduce |
| Prudential Financial history | 69.62K | $6.11M | 0.01% | Reduce |
| Citadel Advisors history | 56.50K | $4.96M | 0.00% | Reduce |
| Wells Fargo & Co history | 48.48K | $4.25M | 0.00% | Reduce |
| Deutsche Bank AG history | 38.81K | $3.41M | 0.00% | Add |
| Citigroup Inc history | 34.49K | $3.03M | 0.00% | Reduce |
| Royce & Associates history | 31.54K | $2.77M | 0.03% | Reduce |
| AQR Capital Management history | 22.04K | $1.93M | 0.00% | Add |
| Manulife Financial history | 17.91K | $1.57M | 0.00% | Reduce |
| Janus Henderson Group history | 15.54K | $1.36M | 0.00% | Hold |
| Bridgewater Associates history | 15.20K | $1.33M | 0.01% | New |
| Amundi US history | 8.22K | $721.21K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 7.96K | $699.07K | 0.00% | Add |
| Renaissance Technologies history | 6.61K | $580.16K | 0.00% | Reduce |
| PNC Financial Services history | 5.39K | $472.91K | 0.00% | Hold |
| T. Rowe Price Associates history | 132.47K | $11.63K | 0.00% | Add |
Q4 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.39M | $516.49M | 0.01% | Hold |
| Vanguard Group history | 5.06M | $408.86M | 0.01% | Reduce |
| Geode Capital Management history | 1.02M | $82.38M | 0.01% | Hold |
| Morgan Stanley history | 562.29K | $45.44M | 0.00% | Add |
| CDPQ (Caisse de Depot) history | 554.73K | $44.83M | 0.08% | Hold |
| Charles Schwab Investment Management history | 532.69K | $43.05M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 418.93K | $33.85M | 0.01% | Reduce |
| Northern Trust Corp history | 414.78K | $33.52M | 0.00% | Reduce |
| BNY Mellon history | 358.58K | $28.98M | 0.01% | Reduce |
| Goldman Sachs Group history | 329.16K | $26.60M | 0.00% | Add |
| Bank of America Corp history | 325.12K | $26.27M | 0.00% | Reduce |
| Two Sigma Investments history | 271.65K | $21.95M | 0.03% | Add |
| D. E. Shaw & Co history | 248.24K | $20.06M | 0.01% | Reduce |
| Invesco Ltd history | 231.18K | $18.68M | 0.00% | Reduce |
| Principal Global Investors history | 199.62K | $16.13M | 0.01% | Reduce |
| PSP Investments history | 193.92K | $15.67M | 0.05% | Add |
| Marshall Wace history | 173.43K | $14.01M | 0.01% | Add |
| Millennium Management history | 146.52K | $11.84M | 0.01% | Add |
| Citadel Advisors history | 115.21K | $9.31M | 0.00% | Reduce |
| Legal & General Investment Management America history | 103.33K | $8.35M | 0.00% | Reduce |
| UBS Group AG history | 95.59K | $7.72M | 0.00% | Reduce |
| Prudential Financial history | 92.52K | $7.48M | 0.01% | Reduce |
| Wells Fargo & Co history | 77.73K | $6.28M | 0.00% | Add |
| Citigroup Inc history | 38.46K | $3.11M | 0.00% | Reduce |
| Franklin Resources history | 36.99K | $2.99M | 0.00% | Add |
| Wellington Management Group history | 35.03K | $2.83M | 0.00% | New |
| Deutsche Bank AG history | 35.02K | $2.83M | 0.00% | Add |
| Royce & Associates history | 31.73K | $2.56M | 0.03% | Reduce |
| Manulife Financial history | 18.47K | $1.49M | 0.00% | Reduce |
| AQR Capital Management history | 15.93K | $1.29M | 0.00% | Add |
| Janus Henderson Group history | 15.54K | $1.26M | 0.00% | Hold |
| Balyasny Asset Management history | 15.31K | $1.24M | 0.00% | Reduce |
| Renaissance Technologies history | 13.30K | $1.07M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 7.83K | $633.14K | 0.00% | Add |
| Amundi US history | 5.59K | $451.40K | 0.00% | Reduce |
| PNC Financial Services history | 5.39K | $435.81K | 0.00% | Add |
| T. Rowe Price Associates history | 44.54K | $3.60K | 0.00% | Add |
Q3 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.36M | $521.45M | 0.01% | Reduce |
| Vanguard Group history | 5.10M | $417.73M | 0.01% | Reduce |
| Geode Capital Management history | 1.02M | $83.22M | 0.01% | Hold |
| JPMorgan Chase & Co history | 605.50K | $49.63M | 0.01% | Add |
| CDPQ (Caisse de Depot) history | 555.86K | $45.56M | 0.08% | Reduce |
| Charles Schwab Investment Management history | 541.46K | $44.38M | 0.01% | Add |
| Morgan Stanley history | 531.69K | $43.58M | 0.00% | Add |
| Northern Trust Corp history | 442.86K | $36.30M | 0.01% | Add |
| Bank of America Corp history | 377.23K | $30.92M | 0.00% | Reduce |
| BNY Mellon history | 371.29K | $30.43M | 0.01% | Reduce |
| Goldman Sachs Group history | 322.75K | $26.46M | 0.00% | Add |
| D. E. Shaw & Co history | 260.01K | $21.31M | 0.01% | Add |
| Invesco Ltd history | 236.65K | $19.40M | 0.00% | Reduce |
| Principal Global Investors history | 202.13K | $16.57M | 0.01% | Reduce |
| PSP Investments history | 182.09K | $14.93M | 0.06% | Add |
| Marshall Wace history | 152.57K | $12.51M | 0.01% | Add |
| UBS Group AG history | 148.15K | $12.14M | 0.00% | Add |
| Two Sigma Investments history | 137.62K | $11.28M | 0.02% | Add |
| Millennium Management history | 130.28K | $10.68M | 0.01% | Reduce |
| Citadel Advisors history | 118.78K | $9.74M | 0.00% | Reduce |
| Legal & General Investment Management America history | 110.35K | $9.05M | 0.00% | Reduce |
| Renaissance Technologies history | 107.91K | $8.85M | 0.01% | Add |
| Prudential Financial history | 100.13K | $8.21M | 0.01% | Add |
| Wells Fargo & Co history | 60.90K | $4.99M | 0.00% | Add |
| Balyasny Asset Management history | 42.65K | $3.50M | 0.01% | Reduce |
| Citigroup Inc history | 40.60K | $3.33M | 0.00% | Reduce |
| Deutsche Bank AG history | 33.77K | $2.77M | 0.00% | Add |
| Royce & Associates history | 31.94K | $2.62M | 0.03% | Add |
| Franklin Resources history | 31.60K | $2.59M | 0.00% | Add |
| Manulife Financial history | 21.94K | $1.80M | 0.00% | Reduce |
| Janus Henderson Group history | 15.54K | $1.27M | 0.00% | Add |
| AQR Capital Management history | 14.57K | $1.19M | 0.00% | Add |
| Amundi US history | 7.23K | $573.34K | 0.00% | Add |
| Bridgewater Associates history | 6.41K | $525.10K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 6.36K | $520.89K | 0.00% | Reduce |
| PNC Financial Services history | 5.09K | $416.98K | 0.00% | Add |
| T. Rowe Price Associates history | 42.75K | $3.50K | 0.00% | Add |
Q2 2025 — 47 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.43M | $495.58M | 0.01% | Reduce |
| BlackRock Inc history | 6.43M | $495.58M | 0.01% | Reduce |
| Vanguard Group history | 5.14M | $396.46M | 0.01% | Reduce |
| Geode Capital Management history | 1.01M | $77.92M | 0.01% | Reduce |
| CDPQ (Caisse de Depot) history | 563.97K | $43.48M | 0.09% | Add |
| Charles Schwab Investment Management history | 534.33K | $41.19M | 0.01% | Reduce |
| Millennium Management history | 476.58K | $36.74M | 0.02% | Add |
| Morgan Stanley history | 430.90K | $33.22M | 0.00% | Add |
| Morgan Stanley history | 430.90K | $33.22M | 0.00% | Add |
| Bank of America Corp history | 409.16K | $31.54M | 0.00% | Add |
| Northern Trust Corp history | 407.97K | $31.45M | 0.00% | Reduce |
| BNY Mellon history | 384.47K | $29.64M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 341.50K | $26.33M | 0.00% | Add |
| JPMorgan Chase & Co history | 341.50K | $26.33M | 0.00% | Add |
| Invesco Ltd history | 254.21K | $19.60M | 0.00% | Reduce |
| Citadel Advisors history | 241.86K | $18.65M | 0.00% | Add |
| Citadel Advisors history | 241.86K | $18.65M | 0.00% | Add |
| Principal Global Investors history | 207.56K | $16.00M | 0.01% | Reduce |
| Goldman Sachs Group history | 181.80K | $14.01M | 0.00% | Reduce |
| Goldman Sachs Group history | 181.80K | $14.01M | 0.00% | Reduce |
| D. E. Shaw & Co history | 164.73K | $12.70M | 0.01% | Add |
| PSP Investments history | 142.86K | $11.01M | 0.05% | Add |
| Legal & General Investment Management America history | 112.04K | $8.64M | 0.00% | Add |
| UBS Group AG history | 82.66K | $6.37M | 0.00% | Reduce |
| Prudential Financial history | 76.63K | $6.15M | 0.01% | Reduce |
| Balyasny Asset Management history | 78.15K | $6.02M | 0.01% | Reduce |
| Marshall Wace history | 59.02K | $4.55M | 0.01% | Add |
| Wells Fargo & Co history | 54.48K | $4.20M | 0.00% | Add |
| Citigroup Inc history | 50.03K | $3.86M | 0.00% | Reduce |
| Renaissance Technologies history | 39.11K | $3.01M | 0.00% | New |
| Renaissance Technologies history | 39.11K | $3.01M | 0.00% | New |
| Royce & Associates history | 31.76K | $2.45M | 0.03% | Add |
| Deutsche Bank AG history | 30.25K | $2.33M | 0.00% | Reduce |
| Deutsche Bank AG history | 30.25K | $2.33M | 0.00% | Reduce |
| Two Sigma Investments history | 24.35K | $1.88M | 0.00% | Add |
| Two Sigma Investments history | 24.35K | $1.88M | 0.00% | Add |
| Manulife Financial history | 23.25K | $1.79M | 0.00% | Reduce |
| Janus Henderson Group history | 14.69K | $1.13M | 0.00% | Reduce |
| AQR Capital Management history | 13.08K | $1.01M | 0.00% | Reduce |
| Franklin Resources history | 11.04K | $851.38K | 0.00% | Reduce |
| Amundi US history | 6.89K | $546.97K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 6.42K | $495.25K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 6.42K | $495.25K | 0.00% | Add |
| PNC Financial Services history | 5.04K | $388.30K | 0.00% | Add |
| Point72 Asset Management history | 4.36K | $335.96K | 0.00% | New |
| Point72 Asset Management history | 4.36K | $335.96K | 0.00% | New |
| T. Rowe Price Associates history | 40.80K | $3.15K | 0.00% | Add |
Q1 2025 — 45 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.68M | $537.01M | 0.01% | Reduce |
| BlackRock Inc history | 6.68M | $537.01M | 0.01% | Reduce |
| Vanguard Group history | 5.17M | $415.77M | 0.01% | Reduce |
| Geode Capital Management history | 1.03M | $82.44M | 0.01% | Add |
| Charles Schwab Investment Management history | 551.34K | $44.31M | 0.01% | Add |
| Northern Trust Corp history | 495.05K | $39.79M | 0.01% | Reduce |
| CDPQ (Caisse de Depot) history | 406.32K | $32.66M | 0.07% | Add |
| Morgan Stanley history | 399.50K | $32.11M | 0.00% | Reduce |
| Morgan Stanley history | 399.50K | $32.11M | 0.00% | Reduce |
| BNY Mellon history | 392.37K | $31.53M | 0.01% | Reduce |
| Invesco Ltd history | 319.91K | $25.71M | 0.01% | Add |
| Bank of America Corp history | 310.91K | $24.99M | 0.00% | Add |
| Millennium Management history | 310.21K | $24.93M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 283.74K | $22.80M | 0.00% | Add |
| JPMorgan Chase & Co history | 283.74K | $22.80M | 0.00% | Add |
| Principal Global Investors history | 231.56K | $18.61M | 0.01% | Add |
| Goldman Sachs Group history | 231.03K | $18.57M | 0.00% | Reduce |
| Goldman Sachs Group history | 231.03K | $18.57M | 0.00% | Reduce |
| Citadel Advisors history | 196.09K | $15.76M | 0.00% | Reduce |
| Citadel Advisors history | 196.09K | $15.76M | 0.00% | Reduce |
| PSP Investments history | 132.67K | $10.66M | 0.05% | Add |
| Legal & General Investment Management America history | 106.33K | $8.55M | 0.00% | Reduce |
| D. E. Shaw & Co history | 100.88K | $8.11M | 0.01% | Add |
| UBS Group AG history | 100.29K | $8.06M | 0.00% | Reduce |
| Balyasny Asset Management history | 99.49K | $8.00M | 0.01% | Add |
| Prudential Financial history | 88.25K | $7.09M | 0.01% | Add |
| Citigroup Inc history | 59.66K | $4.80M | 0.00% | Add |
| Wells Fargo & Co history | 51.51K | $4.14M | 0.00% | Reduce |
| Marshall Wace history | 37.86K | $3.04M | 0.00% | Reduce |
| Deutsche Bank AG history | 35.96K | $2.89M | 0.00% | Reduce |
| Deutsche Bank AG history | 35.96K | $2.89M | 0.00% | Reduce |
| Royce & Associates history | 30.37K | $2.44M | 0.03% | Add |
| Janus Henderson Group history | 26.18K | $2.11M | 0.00% | Add |
| Manulife Financial history | 23.76K | $1.91M | 0.00% | Reduce |
| AQR Capital Management history | 22.71K | $1.83M | 0.00% | Add |
| Two Sigma Investments history | 13.98K | $1.12M | 0.00% | Add |
| Two Sigma Investments history | 13.98K | $1.12M | 0.00% | Add |
| Franklin Resources history | 11.43K | $918.71K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 6.36K | $510.96K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 6.36K | $510.96K | 0.00% | Add |
| PNC Financial Services history | 5.01K | $402.74K | 0.00% | Add |
| Bridgewater Associates history | 2.53K | $203.01K | 0.00% | New |
| Bridgewater Associates history | 2.53K | $203.01K | 0.00% | New |
| T. Rowe Price Associates history | 39.27K | $3.16K | 0.00% | Add |
| Lazard Asset Management history | 598 | $48 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 315.98K sh · $28.25M
Fully Exited (vs previous quarter)
- Marshall Wace sold 95.16K sh · $8.35M
- Janus Henderson Group sold 15.54K sh · $1.36M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 6.56M | 6.42M | 6.39M | 6.36M | 6.43M | 6.68M | 6.98M | 6.60M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 1.11M | 1.05M | 1.02M | 1.02M | 1.01M | 1.03M | 991.75K | 993.36K | 1.00M | 966.29K | 915.78K | 874.48K | 843.72K | 815.94K | 787.69K | 760.21K | 748.69K | 759.84K | 774.24K | 757.74K |
| Morgan Stanley | 885.38K | 654.43K | 562.29K | 531.69K | 430.90K | 399.50K | 511.69K | 527.11K | 507.27K | 493.74K | 469.01K | 342.35K | 334.20K | 324.42K | 243.28K | 286.28K | 286.59K | 134.06K | 208.68K | 204.50K |
| Two Sigma Investments | 725.77K | 662.93K | 271.65K | 137.62K | 24.35K | 13.98K | 8.92K | 48.32K | 29.85K | 16.87K | 47.79K | 20.83K | — | — | — | 14.10K | — | 4.32K | — | 4.53K |
| CDPQ (Caisse de Depot) | 539.87K | 569.93K | 554.73K | 555.86K | 563.97K | 406.32K | 223.00K | 82.96K | — | — | — | — | — | — | — | — | — | — | — | — |
| Charles Schwab Investment Management | 519.76K | 524.12K | 532.69K | 541.46K | 534.33K | 551.34K | 536.54K | 509.13K | 505.70K | 485.70K | 498.69K | 508.85K | 497.79K | 496.61K | 493.10K | 479.16K | 494.96K | 460.04K | 412.98K | 411.02K |
| Northern Trust Corp | 453.45K | 432.01K | 414.78K | 442.86K | 407.97K | 495.05K | 545.62K | 474.02K | 568.05K | 582.16K | 631.22K | 625.50K | 625.98K | 627.26K | 600.06K | 595.98K | 601.29K | 606.03K | 629.87K | 644.50K |
| D. E. Shaw & Co | 447.02K | 399.43K | 248.24K | 260.01K | 164.73K | 100.88K | 82.31K | 63.89K | 33.56K | 11.62K | 19.70K | 10.78K | 5.80K | — | — | 40.37K | 34.81K | 12.03K | — | — |
| BNY Mellon | 358.27K | 350.61K | 358.58K | 371.29K | 384.47K | 392.37K | 405.15K | 396.15K | 435.00K | 430.14K | 448.89K | 528.16K | 543.49K | 583.23K | 419.15K | 427.60K | 408.73K | 400.32K | 385.86K | 478.78K |
| JPMorgan Chase & Co | 315.98K | — | 418.93K | 605.50K | 341.50K | 283.74K | 189.34K | 97.83K | 108.51K | 102.46K | 94.91K | 85.40K | 86.84K | 30.66K | 112.74K | 110.04K | 99.95K | 122.53K | 104.82K | 113.48K |
| Bank of America Corp | 312.59K | 336.48K | 325.12K | 377.23K | 409.16K | 310.91K | 226.13K | 179.89K | 89.93K | 136.76K | 166.44K | 126.37K | 76.09K | 99.42K | 68.62K | 62.00K | 69.92K | 77.38K | 127.23K | 113.16K |
| Goldman Sachs Group | 249.29K | 485.35K | 329.16K | 322.75K | 181.80K | 231.03K | 254.87K | 180.79K | 108.55K | 50.82K | 90.09K | 82.91K | 91.84K | 73.54K | 74.06K | 157.02K | 104.31K | 65.19K | 70.94K | 41.30K |
| Principal Global Investors | 233.56K | 231.89K | 199.62K | 202.13K | 207.56K | 231.56K | 225.99K | 216.90K | 227.68K | 235.10K | 230.74K | 234.13K | 243.78K | 257.03K | 10.12K | 11.81K | 22.77K | 21.35K | 30.76K | — |
| Invesco Ltd | 199.68K | 225.17K | 231.18K | 236.65K | 254.21K | 319.91K | 291.34K | 194.77K | 224.07K | 211.40K | 199.98K | 181.99K | 190.06K | 152.40K | 76.22K | 99.37K | 96.90K | 87.32K | 79.48K | 67.60K |
| PSP Investments | 195.07K | 198.66K | 193.92K | 182.09K | 142.86K | 132.67K | 104.18K | 88.70K | 92.00K | 85.50K | 86.56K | 51.55K | 74.04K | 73.22K | — | — | — | — | — | — |
| UBS Group AG | 135.67K | 156.55K | 95.59K | 148.15K | 82.66K | 100.29K | 262.32K | 79.62K | 53.08K | 60.15K | 63.91K | 40.87K | 53.98K | 46.51K | 45.59K | 35.29K | 33.30K | 42.74K | 54.00K | 36.07K |
| Franklin Resources | 90.52K | 112.07K | 36.99K | 31.60K | 11.04K | 11.43K | 27.25K | 34.55K | 32.74K | 26.07K | 22.63K | 23.18K | 27.39K | 7.17K | 7.89K | 6.34K | 5.68K | 13.00K | 8.02K | 7.67K |
| Legal & General Investment Management America | 85.28K | 94.08K | 103.33K | 110.35K | 112.04K | 106.33K | 110.52K | 110.56K | 120.59K | 115.15K | 115.54K | 115.36K | 118.57K | 118.55K | 33.99K | 35.44K | 37.56K | 36.41K | 33.54K | 33.35K |
| Millennium Management | 71.15K | 130.21K | 146.52K | 130.28K | 476.58K | 310.21K | 411.28K | 362.39K | 81.56K | 205.59K | 55.99K | 15.35K | 8.37K | — | 197.96K | 449.39K | 408.86K | 493.54K | 176.66K | 190.51K |
| Prudential Financial | 68.57K | 69.62K | 92.52K | 100.13K | 76.63K | 88.25K | 42.51K | 43.16K | 44.75K | 46.75K | 47.88K | 48.77K | 60.92K | 70.22K | 87.94K | 106.20K | 130.96K | 135.66K | 125.67K | 195.76K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details